Posture

expanding

med confidence · as of 2026-07-26 · about Broadcom

Scaling hyperscaler custom-AI ASICs (Google TPU / Meta MTIA / OpenAI Jalapeño) + AI networking; but FCF earmarked to VMware-debt paydown, so capital-return is throttled.

Sourced figures 1

kestrel board.yaml broadcom gloss/axes royal armorer — co-develops OpenAI's Jalapeño ASIC; hyperscaler custom-AI ASICs + AI networking + VMware
2026-07 med

the working

Basis

Scaling hyperscaler custom-AI ASICs (Google TPU / Meta MTIA / OpenAI Jalapeño) + AI networking; but FCF earmarked to VMware-debt paydown, so capital-return is throttled.

Threads 3

Jalapeño retired
In-House Silicon open
ASIC Tolls open

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